3 min read
Tax Prep Tips ... Straight From the IRS
It's officially tax season. As you prepare your 2025 return, you can turn to many resources for help, including your...
As an Administrative Specialist, Katie provides essential support to all team members of the firm, ensuring the smooth and efficient operation of the office. Her responsibilities include typing and proofreading client financial statements and other client documentation, as well as preparing the documents for final presentation to clients. With careful attention to detail and a commitment to accuracy, she helps maintain the professionalism and quality. In addition, Katie is a Certified Notary, offering notarial services as needed to further support our clients and team.
3 min read
Feb 24, 2026
It's officially tax season. As you prepare your 2025 return, you can turn to many resources for help, including your...
9 min read
Feb 24, 2026
If you own rental property, understanding how rental income is taxed—and what deductions are available—can have a...